Tasks
Tasks in Alex help you organize your work, track activities, and ensure that important follow-ups don't fall through the cracks. The Tasks section provides a centralized place to manage all your sales-related activities, whether they're manual tasks or automated by AI agents.
Accessing the Tasks Section
To access the Tasks section:
- Log in to your Alex account
- Click on Tasks in the main navigation menu
- View your task dashboard with an overview of all pending and completed activities
Managing Your Tasks
The Tasks section offers powerful tools to help you stay organized and productive:
Visualizing and Finding Tasks
- View all your tasks in a comprehensive list format
- Search for specific tasks by task name or lead name
- Apply filters to narrow down tasks by:
- Priority level
- Overdue status
- Completion status
Task Management
- Add New Tasks: Create new tasks with details like due date, priority, and associated lead
- Complete Tasks: Mark tasks as done when you've finished them
- Edit Tasks: Modify task details as needed
- Delete Tasks: Remove tasks that are no longer relevant
This flexible task management system ensures you never miss important follow-ups and helps you prioritize your daily activities effectively.